Sumitomo Mitsui Trust Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.9M	Buy	595,950 +114,000	+24%	+$3.62M	0.01%	627
2026 Q1	$14.8M	Buy	481,950 +183,950	+62%	+$5.58M	0.01%	645
2025 Q4	$8.17M	Buy	298,000 +86,400	+41%	+$2.35M	﹤0.01%	697
2025 Q3	$5.78M	Buy	211,600 +111,100	+111%	+$3.03M	﹤0.01%	719
2025 Q2	$2.66M	Buy	+100,500	New	+$2.62M	﹤0.01%	773

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SCHD Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 24% in Q2 2026, buying an estimated $3.62M and bringing the position to 595,950 shares worth $18.9M. The position accounts for 0.01% of the portfolio, ranked #627.

Sumitomo Mitsui Trust Group first reported a position in SCHD in Q2 2025 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sumitomo Mitsui Trust Group held 595,950 shares of Schwab US Dividend Equity ETF worth $18.9M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 114,000 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.62M.
Schwab US Dividend Equity ETF made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #627 holding.
Sumitomo Mitsui Trust Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.